MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.73B
1-Year Est. Return 30.3%
This Quarter Est. Return
1 Year Est. Return
+30.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$10.1M
3 +$9.65M
4
BX icon
Blackstone
BX
+$9.13M
5
LIN icon
Linde
LIN
+$8.74M

Top Sells

1 +$7.91M
2 +$7.41M
3 +$7.13M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.55M
5
KL
Kirkland Lake Gold Ltd Ordinary
KL
+$5.53M

Sector Composition

1 Financials 17.83%
2 Technology 17.08%
3 Healthcare 16.23%
4 Industrials 11.78%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-18,505
202
-54,126
203
-84,365
204
-123,535